MasterTech Financial Advisors, Inc.

Recent News

MasterTech Financial Elucidates & Incorporates Charitable Remainder Trust Planning into Financial Programs to Help Provide Tax Relief

Rancho Santa Fe, California--(Newsfile Corp. - December 22, 2022) - MasterTech Financial, a leading provider of financial planning and wealth management services expanded its strategy for divorcing the IRS from taxable events. This innovative strategy allows individuals to sell highly appreciated assets without incurring taxes on the sale, through the use of a Tax-Exempt Trust recognized by the IRS as a Charitable Remainder Trust (CRT).Founder & President of MasterTech Financial, John A....

2022-12-22 4:36 PM EST

Ready to Announce with Confidence?

Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us